Protecting Your Personal Wealth: How Does a Business Owner Value Their Business, Successfully Sell Their Firm and Protect Their Proceeds for the Long Term?
Private Wealth Management
1735 Market Street, 38th Floor
Philadelphia, PA 19103
Selling a private business is best thought of as an ongoing planning process that begins well before a company sale is consummated and ends well afterward. Our panel will discuss various options facing business owners today. We will cover an array of ownership-transition strategies and how the choices made can impact wealth over time.
Scott Repke, Principal—Bernstein
Donald R. Braun, Jr., Managing Director—Bernstein
Mark Gaeto, Managing Director—Falcon Capital Partners LLC
Michael Harrington, Partner—Fox Rothschild LLP
Frank L. Merenda, President—EAC Valuations LLC
You are welcome to bring a guest who would benefit from hearing Bernstein’s perspective.